|
1
|
Main Management
San Francisco,
California
|
$66.8M
|
-$9.46M
|
-761,703
|
-13%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$61.7M
|
+$8.58M
|
+691,082
|
+17%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$878K
|
+70,691
|
+422%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$966K
|
+$147K
|
+11,830
|
+18%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$501K
|
+$468K
|
+37,700
|
New
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$501K
|
+$11.2K
|
+899
|
+2%
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$378K
|
+$13.6K
|
+1,093
|
+4%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$290K
|
+$284K
|
+22,884
|
New
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$252K
|
+$36.6K
|
+2,952
|
+17%
|
|
|
10
|
WhitTier Trust Company
Reno,
Nevada
|
$203K
|
+$198K
|
+15,962
|
New
|
|
|
11
|
Atria Wealth Solutions
New York
|
$158K
|
+$154K
|
+12,422
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$139K
|
+$136K
|
+10,984
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$131K
|
+$128K
|
+10,316
|
New
|
|
|
14
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$68.5K
|
-$385
|
-31
|
-0.6%
|
|
|
15
|
Fiduciary Alliance
Greenville,
South Carolina
|
$62.2K
|
+$60.9K
|
+4,902
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$33.9K
|
+$33.1K
|
+2,669
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$8K
|
+$5.46K
|
+440
|
New
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.03K
|
+$1.99K
|
+160
|
New
|
|
|
19
|
Coppell Advisory Solutions
Coppell,
Texas
|
$635
|
+$621
|
+50
|
New
|
|
|
20
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$635
|
+$621
|
+50
|
New
|
|
|
21
|
|
–
|
-$215K
|
-18,368
|
Closed
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$12K
|
-989
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4K
|
-308
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$3K
|
-272
|
Closed
|
|
